Independent Solutions Wealth Management’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-816	Closed	-$270K	–	217
2022 Q4	$270K	Sell	816 -228	-22%	-$75.5K	0.08%	178
2022 Q3	$274K	Buy	1,044 +287	+38%	+$75.3K	0.09%	171
2022 Q2	$212K	Buy	+757	New	+$212K	0.07%	206